Ashley Rosa Gorman Olivas

Employer firm

Savant Wealth Management CRD 107271

$55.6B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2021 → Present
  Savant Wealth Management
  Rockford, IL
• 08/2021 → 12/2021
  Savant Wealth Management
  Rockford, IL
• 06/2020 → 08/2021
  Savant Wealth Management
  Rockford, IL
• 03/2014 → 08/2020
  Colorado Air National Guard
  Aurora, CO
• 08/2020 → Present
  New Mexico Air National Guard
  Albuquerque, NM
• 05/2018 → 08/2018
  Barraclough & Associates, Pc
  Santa Fe, NM
• 05/2019 → 08/2019
  Barraclough & Associates, Pc
  Santa Fe, NM
• 01/2019 → 05/2019
  Eide Bailly, Llp
  Fort Collins, CO
• 05/2017 → 08/2017
  Century Bank
  Santa Fe, NM
• 08/2015 → 05/2020
  Colorado State University - College Of Business
  Fort Collins, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-14

Designations

• Certified Financial Planner

Other Names

• Ashley Rosa Gorman
• Ashley Rosa Gorman Olivas